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Sun Life Financial’s Zumiez ZUMZ Stock Holding History

Sun Life Financial’s Portfolio ZUMZ Stock Details ZUMZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-903
Closed -$29K – 588
2019
Q3 		$29K Sell
903
-3,553
-80% -$93.7K 0.01% 352
2019
Q2 		$116K Hold
4,456
– – 0.03% 232
2019
Q1 		$111K Buy
4,456
+24
+0.5% +$569 0.02% 262
2018
Q4 		$85K Buy
4,432
+22
+0.5% +$466 0.02% 314
2018
Q3 		$116K Buy
4,410
+27
+0.6% +$708 0.02% 313
2018
Q2 		$110K Buy
+4,383
New +$109K 0.02% 316

Other funds holding ZUMZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Sun Life Financial's ZUMZ Position: Q4 2019 in Review

Sun Life Financial sold out of Zumiez (ZUMZ) in Q4 2019, closing a stake of 903 shares — an estimated $29K sold.

Sun Life Financial first reported a position in ZUMZ in Q2 2018 and held it in 6 quarters. The position peaked at $116K in Q2 2019. 185 funds tracked by Wall St. Rank hold ZUMZ as of Q4 2019.

  • Sun Life Financial reported no remaining Zumiez position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 903 Zumiez shares in Q4 2019, an estimated $29K.
  • Sun Life Financial first reported a position in Zumiez in Q2 2018 and held it in 6 quarters.
  • Sun Life Financial's Zumiez position peaked at $116K in Q2 2019.
  • 185 funds tracked by Wall St. Rank held Zumiez as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.